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JACardona's avatar
JACardona
New Contributor
4 years ago

Can PowerBI be connected to OneStream to pull CV Excel reports that are saved in File Explorer?

We are currently producing and saving excel extracts of CV's into File Explorer using books/parcel service. We would like to connect PowerBI to OneStream to pick up these files from the OS managed server. Is this possible?

8 Replies

  • johnnyRockets's avatar
    johnnyRockets
    New Contributor II

    Yes, it is definitely possible to connect PowerBI to OneStream using OneStream's REST API. It takes some authentication setup and a OneStream business rule to produce the data sets needed. Assuming the REST API is enabled, you can then call out of PowerBI for an endpoint that returns a OneStream data set.

    Please see below:

    https://www.schgroup.com/resource/blog-post/how-to-connect-onestream-and-power-bi-in-4-steps/

  • LeeB's avatar
    LeeB
    Contributor III

    You can expose datasets to an external application like Power BI using OneStream REST API.

    The online Platform Documentation contains a guide on the REST API.

     

     

     

  • SethB's avatar
    SethB
    New Contributor II

    Can anyone share their actual experience connecting via the REST API? Our OS admin has never gotten response from OneStream about when a PowerBI connector will be available meaning I might be forced to go this route. I'm just wondering if anyone has had any direct experience implementing it and if they ran into any problems with the API documentation they wished they'd have known before starting. A connection is a must-have for me so I'm hoping someone can set my expectations about what it involves. 
    Is this a "write a blank check to a 3rd party consultant and pray" type project or does it work fairly well as documented?

    • wooddar's avatar
      wooddar
      New Contributor

      I have the same issue.  I don't believe it's really being used; it's just a wish and a hope.   Its been talked about for too long

      • tschilling's avatar
        tschilling
        Contributor

        I don't know if anyone on this thread got an actual answer, but yes it is possible to connect PowerBI to Onestream.  There are several different options and considerations based on the use case, which is probably why there's no 1 answer (there rarely is) on how to successfully achieve it.  We have several different clients who we have helped do this, using different approaches so it really does "just depend".  It also depends heavily on how much technical expertise someone has at the client as most typical finance users won't know how to do this in a productionized fashion with no errors/issues.  

  • wJack's avatar
    wJack
    New Contributor II

    I also need that, would be great to have some more details on how to get the details.

  • Sergey's avatar
    Sergey
    Icon for OneStream Employee rankOneStream Employee

    Hello,

    The list of available APIs is available here : https://documentation.onestream.com/1375907/Content/REST%20API/OneStream%20Web%20API%20Endpoints.html

    I don't think you can access a file from file explorer, but I usually use it to access either a Method or a Cube View ...

    Regards,

    • tschilling's avatar
      tschilling
      Contributor

      It's not exactly clean, but combining a Business rule with a data management sequence (which are callable from the API), there would be a way to do it.